Institutional Ownership Pacer Fds Tr Trendpilot Us Mid (PTMC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Mid (PTMC). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 7.94 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
6,670
shares
|
$230,782
0.0% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
6,093
shares
|
$210,817
0.01% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
6,085
shares
|
$210,541
0.01% of portfolio
|
Q4 2024
Reduced 83.54%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
5,774
shares
|
$199,780
0.0% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
5,655
shares
|
$195,663
0.0% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
5,518
shares
|
$190,922
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,672
shares
|
$161,651
0.01% of portfolio
|
Q4 2024
Reduced 13.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,049
shares
|
$105,495
0.0% of portfolio
|
Q4 2024
Reduced 13.38%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,865
shares
|
$99,129
0.16% of portfolio
|
Q3 2022
Reduced 14.07%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
2,554
shares
|
$88,368
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,883
shares
|
$65,151
0.01% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,366
shares
|
$47,263
0.0% of portfolio
|
Q4 2024
Reduced 39.5%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,222
shares
|
$42,281
0.01% of portfolio
|
Q4 2024
Reduced 37.94%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,019
shares
|
$35,257
0.0% of portfolio
|
Q1 2024
Added 1.9%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
959
shares
|
$33,181
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
900
shares
|
$31,140
0.0% of portfolio
|
Q2 2024
Reduced 51.38%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
721
shares
|
$24,946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
643
shares
|
$22,247
0.0% of portfolio
|
Q2 2020
Added 26.6%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
386
shares
|
$13,355
0.0% of portfolio
|
Q1 2023
Reduced 5.16%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
297
shares
|
$10,276
0.0% of portfolio
|
Q4 2024
Reduced 33.11%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$6,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|